See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,376 | $150,440-46.6% | $136,294-41.0% | $147,584-45.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.11% | 1049.08%-1045.0pp | 5155.94%-5151.8pp | 578.55%-574.4pp |
| Employer contribution / active EE | $6,556 | $5,256+24.7% | $4,695+39.6% | $4,876+34.4% |
| Participant deferral / active EE | $7,588 | $6,630+14.4% | $6,247+21.5% | $5,439+39.5% |
| Admin fee / account holder | $18,142 | $10,905+66.4% | $9,243+96.3% | $10,885+66.7% |